Analyses oil and gas companies, deals and geopolitics from an equity investor's perspective, covering topics such as Venezuela's reopening, Kurdistan upstream mergers and Gran Tierra's asset sale. Issues combine specific figures with a clear point of view on what transactions mean for shareholders.

Morpheus Research publishes in-depth short-seller investigations into publicly listed companies, drawing on former-employee and expert interviews and regulatory or corporate records. Each report lays out alleged undisclosed problems, misstatements or fabricated deals behind a company's valuation.

A Canadian value-investing newsletter that writes long-form, disclosed-position analysis of under-followed, mostly small-cap companies, including turnaround and special situation stories. Readers get detailed investment theses, company deep dives and sector context, with the authors' positions stated up front.

Weekly briefings from MOI Global covering investment theses presented at its conferences, summaries of member calls, and a curated survey of special situations such as activist campaigns, mergers and spin-offs. Readers get specific company analysis with valuation figures and catalysts, plus reading picks.